Plan Snapshot
- Plan Sponsor: Buckelew Programs, INC.
- Sponsor EIN: 237088977
- Sponsor Address: 201 ALAMEDA DEL PRADO, NOVATO, CA, 94949
- Plan Type: 403(b)
- Total Participants: 224
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 224 | $4.4M | $165,144 | $352,290 |
| 2023 | 187 | $3.7M | $138,197 | $314,581 |
| 2022 | 162 | $3.3M | $92,738 | $207,215 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORPORAT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,870 | — | $9,870 | — | — |
| 2023 | $7,766 | — | $6,531 | — | — |
| 2022 | $9,662 | — | $9,662 | — | — |